Long-term investor
Riverbend Wealth Management, LLC @riverbendwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055570).
Record
- Tracked since 2025-06-30 (446 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.0% · long · since 2025-06-30
- 97717X669 · 4.3% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 46090E103 · 3.5% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- 00162Q346 · 2.2% · long · since 2025-06-30
- 46434V621 · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- AVGO · 2.0% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- 921946406 · 1.6% · long · since 2025-06-30